This article provides instructions for customers using Rally V1. Your Rally admin will let you know when it's time to switch to Rally for Teams. For customers using Rally for Teams, jump to the Rally for Teams section below.
While Rally provides the option to use Consent Forms, you also have the flexibility to upload your own PDF versions of NDAs or Consent Forms to store and utilize directly in Rally. These documents can then be attached to your Consent Form Templates. This saves you valuable time and ensures your team always uses the correct, legally approved forms for consistency and security.
Upload Documents
Manage documents used for research Participant agreements like Consent Forms and NDAs.
🚨 Uploading and managing Documents requires an Ops Manager, Admin, or Researcher role type.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Documents'.
In the top right, select '+ Add Document'
Provide a clear, concise, and descriptive Document Name.
Select 'Upload PDF' and carefully choose the correct Document.
Select 'Add Document' to save.
After saving your uploaded documents, use them to create custom consent forms ahead of time to quickly add to Studies. Rally allows you the flexibility to decide when to capture consent from Study Participants during the different stages of research invitations and activities.
Manage Documents
Manage your existing Documents easily from the Documents section in Settings by selecting the 3 dots on the right of any Document to Delete it by selecting 'Remove' and selecting 'Delete Document' in the confirmation pop-up.
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
While Rally provides the option to use Consent Forms, you also have the flexibility to upload your own PDF versions of NDAs or Consent Forms to store and utilize directly in Rally. These documents can then be attached to your Consent Form Templates. This saves you valuable time and ensures your team always uses the correct, legally approved forms for consistency and security.
Upload Documents
Manage documents used for research Participant agreements like Consent Forms and NDAs.
🚨 Uploading and managing Documents requires the "Create and modify document settings" permission. This includes the Rally default roles Admin, Ops Manager, or Researcher.
From the navigation sidebar, select Templates.
Select Documents from the tabs at the top to switch between template types.
Select + New in the top right to create a new document by uploading a file.
Provide a clear, concise, and descriptive Document Name.
Select Upload and carefully choose the correct file, then select Open.
Select Save changes.
Permissions Access: Select the Permissions tab at the top to configure which teams have access to view or use this template, or leave as is if the Entire workspace has access. Access permissions for new templates are set to "Entire workspace has access" by default. Select the dropdown to assign access to specific team(s).
Assign Teams:
From the dropdown, select Only specific teams have access.
With this access setting, at least one team is required.
Select + Add teams.
Select the Team dropdown to search and select existing teams.
Add multiple teams at once by selecting more teams.
Select Add Teams to confirm.
Remove Teams:
Select the x icon to the right of a team to remove their access.
Select Save changes in the top right corner to apply your edits.
After saving your uploaded documents, use them to create custom consent forms ahead of time to quickly add to studies. Rally allows you the flexibility to decide when to capture consent from study participants during the different stages of research invitations and activities.
Manage Documents
Manage existing documents easily from Templates; select the Documents tab.
Edit Documents
Select the name of a document to open it and begin editing. Upload a new file or select the Permissions tab to change which teams have access to it. Save changes to apply.
Delete Documents
Select the checkboxes next to any documents and select the Delete button at the top of the table, then confirm you would like to Delete in the pop-up.
